How to Improve Team Workflows and Processes
Imagine for a minute that your team is running like clockwork. Tasks are not only completed on time, but no one has to chase after one another like they’re playing…
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Tips on project management, CRM, workflow, teamwork and task management on the Planfix Blog. Content from our experts and Planfix creators.
10 Ways to Be More Productive at Work
Staying ahead of the competition has never been more important, or more difficult. And if you really want your company to be more productive, you should start by identifying genuine…
Continue readingHow to Track Team Efficiency
Team efficiency is one of those things that can quietly make or break a business. This has left many business leaders wondering how to measure the productivity in a way that helps?…
Continue readingHow to Automate Business Processes in Your Company
Ever get the feeling that you’re wasting most of your working day on tedious, repetitive tasks – filling out the same forms or sending duplicate emails in a loop? You’re…
Continue readingProject Totals Fields: Tracking Profitability in Planfix
Alright, today we’re going to talk about something we all care about: profitability. After all, every business owner, manager, and worker wants to ensure their hard work pays off, right?…
Continue readingHow to Choose the Right Google Calendar for Syncing with Planfix
Managing your time and tasks in Planfix is like having a personal assistant on speed dial. The best part? This assistant never takes a break! With built-in calendars, Planfix makes it easy…
Continue readingHow to Set Up a Sales Funnel in Planfix: A Step-by-Step Guide
At first glance, setting up a custom sales funnel in Planfix might feel like putting together IKEA furniture without instructions. But don’t worry, we’ve got you covered! There are two…
Continue readingHow to Fix 12 Common Issues with Disappearing Tasks in the Planfix Planner
Planfix Planner is like the Swiss Army knife of task management — it’s versatile, reliable, and easy to set up. With Planfix Planner, you can organize your workflows, structure tasks, and manage…
Continue readingDeviation Management: Setting Up a Traffic Light (RAG) for Task Monitoring in Planfix
Recently, we promised to explain how to set up report mailing with a traffic light system. This system allows tracking of whether team members are completing their tasks on time….
Continue readingObjects: The Universal Planfix Unit
Goodbye to the task case! And farewell to the task discussion, the task event, and the entire concept of a task-something. From now on, these will simply be known as…
Continue readingBusiness Proposal in Pictures: Add an Image to the Document Template
One of the main goals of Planfix is to streamline routine tasks and operations. If something can be automated and simplified, it should be. This applies to planning, building customer…
Continue readingEvolution Has no End: Introducing a New Task Creation form in Planfix
We’ve completely revamped the project task creation form, and after a significant effort, we’re excited to present our results to you. Please join us as we explore the features of this new…
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